See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,066 | $88,594+1.7% | $70,092+28.5% | $134,475-33.0% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -9.54% | 442.67%-452.2pp | 190.73%-200.3pp | 417.96%-427.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,450 | $4,772-6.8% | $3,849+15.6% | $6,400-30.5% |
| Admin fee / account holder | $1,763 | $10,441-83.1% | $6,267-71.9% | $11,426-84.6% |